Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Magner is a financial advisor registered with LPL Financial LLC. Timothy has been in the financial services industry since 2016 and has experience with MML Investors Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Timothy is registered to provide securities-related advice and investment advisory services in 51 states, as well as the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
04/16/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
07/30/2018 - 04/23/2019
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
10/13/2016 - 03/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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